Antler’s Post

Dhiraj Agarwal, MD, Ambit Investment Managers discusses with CNBC-TV18 the market's resilience amidst March's turbulence. With mid-caps clawing back and election optimism rising, find out what's driving the current market sentiment. Watch his exclusive take here https://lnkd.in/dXXfhRch

#DhirajAgarwal, MD, #Ambit Investment Managers discusses with CNBC-TV18 the market's resilience amidst March's turbulence. With mid-caps clawing back and election optimism rising, find out what's driving the current market sentiment. Watch his exclusive take here https://lnkd.in/dXXfhRch

This month's Evelyn Partners Investment Outlook is a must-read for anyone looking to stay ahead in the ever-changing investment landscape. In just 3 pages, you'll get up to speed on the latest market events, all in the space of just 5 minutes. With geopolitical tensions at an all-time high, diversifying the diversifiers is key. Don't miss out on this opportunity to stay ahead of the game. Read now at: https://bit.ly/4dsQS0S. #investments #diversify #globalmarkets

I’m launching a personal version of a weekly investment strategy note that I’ve been writing in a professional context for nearly 3 years. It’s a few hundred words and an interesting chart or two. The point is you can read it in 5 minutes and feel up-to-date on the most important timely macro / market developments of the past week. First post is coming soon, and I’m sharing the link here if you’d like to subscribe.

Lilly-ing your life science portfolio It was brilliant to meet some of Europe‘s most experienced life science investors at the intimate Optimum Strategic Communications in London yesterday. As you would expect, there were different perspectives among the star fund managers but also some clear common ground: don’t bank on IPO‘s now or in the near future if you can buy cheaper in the market; perhaps rather take a whole company private? Luckily, there is cash left in private life science funds and more is coming from rich PEs joining in, such as EQT Group and Apollo Global Management, Inc. Even more exciting: big agreement on the hottest new investment themes - Alzheimer‘s and more broadly neuroscience as well as obesity, both two therapeutic areas that were previously considered graveyards and no-go areas for decades by every sensible big pharma CSO and reputable fund manager. And a new theme: radiopharma therapy - the “nuclear option“ in cancer treatment, restricted for years to compassionate oncologists working with engineers and particle scientists to home-brew something so powerful that ADCs could be considered homeopathy in comparison. This reminded me of a somewhat rough US big pharma group that I negotiated with in a smaller M&A transaction in 2014. The deal was agreed by handshake among principals, "to be signed next week“, before lawyers on both sides had even started to table their key issues list. This second league, roll-up-your-sleeves company that had to lower its financial outlook due to this transaction was Eli Lilly and Company. Fast forward less than 10 years and Lilly is the most valuable pharma group on the planet, perhaps to be the first to break the 1 trillion USD mark. What did they work on in the last decade? Alzheimer’s and obesity, hitting gold twice, against all the odds. I guess for the very few quality radiopharma-biotechs out there, the biotech funding crises ended prematurely last week after Lilly acquired POINT Biopharma. ➡️Read more about the emerging radiopharma field in our recent goetzpartners COMPASS Report on page 47: https://joom.ag/QV8d #precisionmedicine #investment #buildingtomorrow #optimumstrategiccommunications #eqtgroup #apolloglobalmanagement #elilillyandcompany #pointbiopharma #optimumconference2023 #investors #technology

Navigating turbulent markets! Investment leaders chaired by seasoned journalist Stephen Hansen at #optimumconference2023 talk of the importance of early engagement with #investors and differentiating yourself against your peers compared to existing and upcoming #technology.

Did you miss our Q3 Investment Update? Watch the webinar replay from August 17 to hear our thought leaders, Jerry Braakman and Scott Dudgeon share their insight on current business cycles, market trends and the outlook for future markets.

Understanding the psychology behind investor pessimism in a bull market not only provides fascinating insights into human behavior but also offers valuable lessons for creating resilient investment strategies. Read our full discussion: https://hubs.la/Q01YHzYz0 #InvestorsMonth

Can the fresh highs in the market be sustained by an aging narrative? What does history tell us about new highs, and how should investors be positioned for the next chapter? View our February Market Update from Chief Investment Officer, Doug Couden, CFA for our latest insights.

https://lnkd.in/giJTK6_t "After a tumultuous period surrounding the outbreak of the COVID-19 pandemic, the first half of 2023 has seen markets steady, inflation subside and fears of a recession lessen. What does the rest of the year hold, and how should it impact investment decisions? Join us for a rest-of-the-year outlook on those issues, and more, with Cetera Chief Investment Officer Gene Goldman."